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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $101,605 | $57,073+78.0% | $85,126+19.4% | $80,925+25.6% |
| Participation rate | 20.0% | 56.4%-36.4pp | 67.5%-47.5pp | 67.7%-47.7pp |
| Annual return | 10.51% | 21.69%-11.2pp | 66.63%-56.1pp | 35.65%-25.1pp |
| Employer contribution / active EE | $728 | $1,801-59.6% | $2,731-73.3% | $2,756-73.6% |
| Participant deferral / active EE | $2,937 | $3,113-5.6% | $4,523-35.1% | $4,299-31.7% |
| Admin fee / account holder | $28,542 | $4,988+472.3% | $6,160+363.3% | $6,940+311.3% |